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GXDW

Global X Funds Global X Dorsey Wright Thematic ETF

38 hedge funds and large institutions have $50.7M invested in Global X Funds Global X Dorsey Wright Thematic ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

31% more funds holding

Funds holding: 2938 (+9)

22% more capital invested

Capital invested by funds: $41.6M → $50.7M (+$9.09M)

7.83% more ownership

Funds ownership: 39.78%47.61% (+7.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+9
Holders Change %
+31.03%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
16
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
1
Sharkey, Howes & Javer
Colorado
$12.1M +$553K +11,296 +4%
HighTower Advisors
2
HighTower Advisors
Illinois
$6.52M +$6.53M +133,375 +1,002%
SWA
3
SFMG Wealth Advisors
Texas
$5.38M +$2.74M +56,033 +86%
Citigroup
4
Citigroup
New York
$4.45M
Bank of America
5
Bank of America
North Carolina
$3.37M +$2.29M +46,765 +162%
LPL Financial
6
LPL Financial
California
$2.23M -$190K -3,884 -7%
TWM
7
Tradition Wealth Management
Minnesota
$1.84M +$883K +18,042 +77%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.65M -$460K -9,404 -20%
Jane Street
9
Jane Street
New York
$1.4M +$1.54M +31,417 New
Osaic Holdings
10
Osaic Holdings
Arizona
$1.38M +$14.9K +305 +1%
AA
11
Ancora Advisors
Ohio
$1.03M +$415K +8,483 +58%
KWM
12
Kingsview Wealth Management
Oregon
$979K +$1.08M +22,015 New
CI
13
CX Institutional
Indiana
$902K +$993K +20,297 New
AFM
14
Andesa Financial Management
Pennsylvania
$872K +$2.4K +49 +0.3%
SEA
15
Stegent Equity Advisors
Texas
$867K +$954K +19,490 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$858K +$46K +940 +5%
RJA
17
Raymond James & Associates
Florida
$717K +$163K +3,332 +26%
PAG
18
Private Advisor Group
New Jersey
$682K -$3.88M -79,341 -84%
ELI
19
Empire Life Investments
Ontario, Canada
$622K +$157K +3,200 +30%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$463K +$4.45K +91 +0.9%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$396K -$111K -2,266 -20%
Truist Financial
22
Truist Financial
North Carolina
$365K +$401K +8,204 New
CA
23
Cetera Advisors
Colorado
$364K +$180K +3,680 +82%
HKIMG
24
Hutchens & Kramer Investment Management Group
Indiana
$238K +$314K +6,410 New
CAN
25
Cetera Advisor Networks
California
$217K +$239K +4,891 New

GXDW Hedge Fund Activity: Q4 2021 in Review

38 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) for Q4 2021, worth a combined $50.7M — up 22% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GXDW positions and 2 closed out — a net gain of 10 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $6.53M. The largest seller was Private Advisor Group, cutting an estimated $3.88M.

  • 38 institutional investors held Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) as of Q4 2021, up from 29 in Q3 2021.
  • Funds reported $50.7M of Global X Funds Global X Dorsey Wright Thematic ETF stock for Q4 2021, up 22% quarter-over-quarter.
  • 12 funds opened new Global X Funds Global X Dorsey Wright Thematic ETF positions in Q4 2021 and 2 closed out, a net change of +10 holders.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF buyer in Q4 2021 was HighTower Advisors, an estimated $6.53M added.
  • The largest Global X Funds Global X Dorsey Wright Thematic ETF seller in Q4 2021 was Private Advisor Group, an estimated $3.88M sold.

Based on aggregated 13F filings for Q4 2021.